Technology

A free online service enabling advisers to log and track agency requests across all the major providers from one place has been launched.

Financial advisers are being warned they may face imprisonment if they do business with any one of the thousands of individuals currently on a Government blacklist, which include some linked to terrorist funding.

This is the first in our series of reviews that look at the 'Planning' tools available in the UK to help financial planners analyse their clients' financial positions and build effective financial plans to help meet their future goals and aspirations....

Skandia topped gross platform sales in Q1 this year, collecting a 36% share on the top four platforms.

Skandia topped gross platform sales in Q1 this year, collecting a 36% share on the top four platforms.

Tenon Financial Services (TFS) has chosen SEI to provide global wealth platform services as part of its new business model.

Conforto Financial Management has decided to adopt a single platform approach for its clients to improve efficiency as part of an expansion drive.

A merger between mortgage sourcing provider Trigold and point of sale solutions firm Crystal has been finalised, IFAonline understands.

This week saw the announcement Trigold and Crystal have merged. Not a surprise in many ways, as both are among the market leaders for supplying mortgage technology solutions, but their respective offerings were focused on different functional niches....